Importing Your W-2, 1099, and 1098 Forms

Information from the following forms can be imported from participating employers and institutions:

• Form W-2 (Wages and Tax Statement)
• Form 1099-B (Proceeds from Broker and Barter Exchange)
• Form 1099-DIV (Dividend Income)
• Form 1099-INT (Interest Income)
• Form 1099- MISC (Miscellaneous Income)
• Form 1099-OID (Original Issue Discount)
• Form 1099-R (Retirement Plan Distributions)
• New! Form 1098 (Mortgage Interest Statement)

Please note that:

• Data from non-participating employers or financial institutions cannot be imported.
• TurboTax Online Free Edition and TurboTax Business do not support W-2, 1099, or 1098 data import.
• Employee Stock Purchase Plan (ESPP) data import is not available.
• Most employers and financial institutions won't have your data ready for import until February.

To import your W-2 information:

• Your employer must be a participating W-2 partner; and
• You'll need your employer's Employer Identification Number (EIN), found in Box b of your W-2 form.

TurboTax uses the EIN you enter to determine whether you can import your W-2. Here's how to get there:

1. Open your return in TurboTax.
2. Click the Federal Taxes tab (Personal tab if using Home & Business) and proceed through the interview until you get to the Let's Start With a Bit of Info From Your W-2 screen.
3. Enter the Employer Identification Number (EIN) and click Continue.
4. If TurboTax recognizes your employer as a participating W-2 partner, you'll see Great News! We Can Enter Your W-2 For You.
5. On this screen, you'll be asked for credentials, which vary by employer. For example:
   • Your employee benefit account user name and password;
   • Your Social Security number and your employee benefits account PIN;
   • Your Social Security number, EIN, and the info from your W-2's Box 1 and Box d.
   • If you need help finding your credentials, use the payroll provider's contact info provided on the screen.
6. Enter your credentials and then click the Import My W-2 button at the bottom of the screen.

Note: If TurboTax your employer isn't a participating W-2 partner (or they are but the EIN wasn't entered correctly) you'll be taken to a screen where you can manually enter your W-2.

Select your TurboTax version for instructions. Which one am I using?

TurboTax Online

1. In TurboTax Online, select Tools in the upper right corner, and then click Topic Search in the Tools Center window.
2. Type import in the "I'm looking for" field.
3. Scroll through the list to find the specific topic you want (for example, importing 1099 information) and then click Go.
4. Follow the on-screen instructions.

TurboTax CD/Download software

1. From the File menu (Windows) or TurboTax menu (Mac), select Import, and then select From Financial Institutions.
2. Wait a moment while TurboTax updates the list.
3. Select your financial institution from the list and click Continue.
4. Enter your login information for your financial institution and then click Continue.
5. Follow the on-screen instructions.